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Publications
IIF Dispatch: Update from Nigeria
July 20, 2016
EARLY DAYS IN DIFFICULT ADJUSTMENT On our recent visit to Nigeria, we found an economy starting to adjust, but the road ahead remains rocky. The econ
July/August 2016 Capital Markets Monitor: Market Buoyancy and Political Turmoil
July 19, 2016
Global equity markets have now fully recovered from Brexit-related losses, U.S. stocks have touched record highs in recent days, and emerging mar
Draghi's Dashboard: Waiting to Assess the Brexit Damage
July 19, 2016
At the ECB's upcoming monetary policy meeting on Thursday, July 21, the Governing Council is likely to focus on an initial damage assessment from the
Portfolio Allocation Trends-Post-Brexit: Demand for Both Safe Havens and Yield
July 19, 2016
Global mutual funds and ETFs have seen net inflows of some $13.5 billion in the aftermath of the Brexit referendum, in contrast to the sizeable large
Poland: Sharp Slowdown Amid Policy Commotion
July 18, 2016
Growth should resume in the rest of 2016, but it will most likely be centered on consumption, helped by increasing social spe
IIF Dispatch: Update on Turkey
July 18, 2016
The failed military coup in Turkey has rattled markets and raised political uncertainty. Immediate losses from lower tourist arrivals and deferred inv
IIF Dispatch: Update from Brazil
July 18, 2016
NO MARGIN FOR ERROR Below are the main takeaways from our meetings last week in Brazil with the Finance Minister, Central Bank Governor, high-level p
IIF Dispatch: Update from Tokyo
July 18, 2016
We arrived in Tokyo on July 10 for our annual visit to learn that Prime Minister Abe had scored a major victory in the Upper House elections. The LDP
Weekly Insight: On the Up
July 14, 2016
EM Capital Flows in the Post-Brexit World Malaysia-modest monetary easing 1.' Hopes for further stimulus buoy equities, credit
July 2016 Capital Flows to Emerging Markets
July 13, 2016
Wednesday, July 13, 2016 EM Capital Flows in the Post-Brexit
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